· 2022–2024 · DOL EFAST2

STEM Brothers, Inc. — STEM Brothers/Shammy Shine, Form 5500 (2025)

Original filing (PDF)20260323143459NAL0002493792001

STEM Brothers, Inc.

Form 5500-SF

FILING_RECEIVED

STEM Brothers/Shammy Shine 401(k) Retirement Plan

401(k) retirement plan · STEM Brothers, Inc.'s STEM Brothers/Shammy Shine 401(k) Retirement Plan held $12.8M in plan assets for 131 participants in 2025.

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

74

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

70

Total plan cost

n/a

Plan health

24

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEM BROTHERS, INC..

Plan sponsor

Name

STEM BROTHERS, INC.

EIN

22-1662058all filings

Address

760 FRENCHTOWN RD · PO BOX T · MILFORD, NJ · 088482226

Phone

(908) 996-4441

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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